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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,993 | $156,398-47.6% | $147,318-44.3% | $138,895-41.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 9.13% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,640 | $8,237-68.0% | $7,906-66.6% | $6,396-58.7% |
| Admin fee / account holder | $53,896 | $14,976+259.9% | $13,708+293.2% | $12,562+329.0% |